- Evaluating Counterparty Risk
- September 13, 2022
Evaluating counterparty risk is a key component of any firms’ action plan when dealing with new clients. Whilst financial modelling and data analytics work is Sapling’s main area of expertise, risk assessment and mitigation remain a recurring topic on a variety of projects that...
- 5-Year Forecast Model with Synergies + QoE
- September 13, 2022
Sapling was engaged to build a five-year model with the forecasted growth and other variable factors, including synergy initiatives planned for the group companies for internal restructuring. The model involved multiple revenue lines, cost factors, their seasonality and synergy benefits for various planned initiatives, including...
- ACG Pittsburgh 2022 Great Lakes Capital Connection
- September 8, 2022
- September 7, 2022 - September 8, 2022
Event Description: The ACG 2022 Great Lakes Capital Connection conference is scheduled to commence on September 7 in Pittsburgh, PA. This two-day conference is a compelling educational, deal-sourcing, and social event that attracts numerous middle-market M&A professionals across America. Previously, this event has gathered...
- Valuations and Value Creation – Webinar for FEI Toronto Chapter
- June 27, 2022
- June 27, 2022
Event Description: Sapling is excited to announce that our very own, Matthew Robertson, will be presenting at the FEI Canada Toronto Chapter Event — Valuations and Value Creations, on June 27, 2022 at 12PM. The first section of the webinar will cover valuation methodology, various...
- GTAAN/GTAFN: TWCF Modelling Best Practices Webinar
- June 16, 2022
- June 16, 2022
Event Description: Sapling is thrilled to announce that our very own, Dave O’Brien, will be presenting a webinar for GTAA/GTAFN on June 16, 2022, at 11 am. The presentation will be focusing on best practices to help management in arranging Thirteen Week Cash Flow Models...
- Microgrid Knowledge 2022 Conference
- June 2, 2022
- June 1, 2022 - June 2, 2022
Event Description: Join Sapling for the Microgrid Knowledge 2022 Conference in Philadelphia, PA. This two-day event kicks off on June 1 and is beneficial to innovators and developers who seek to contribute to the microgrid industry- and society as a whole. This conference offers...
- Megatrends and Microgrids: Macroeconomic Influences on the Microgrid Market
- June 2, 2022
- June 1, 2022 - June 2, 2022
Event Description: How will megatrends — such as inflation, rising interest rates and war — affect the economics of microgrids and their financing? This panel discussion features industry experts who use their years of experience to share insights into the future of the microgrid...
- Replacing Excel for KPI Analysis
- June 1, 2022
As private equity firms are increasingly focused on adding value to portfolio companies, key performance indicators (“KPIs”) have been growing in importance. KPIs are quantitative measurements that allow users to continually assess a company’s performance; examples include Revenue per Client, Client Retention Rate, Customer...
- CVCA Invest Canada 22
- May 27, 2022
- May 25, 2022 - May 27, 2022
Event Description: The CVCA’s Invest Canada 2022 conference kicks off on May 25 and will be taking place in Ottawa, ON. This conference presents the opportunity to socialize and connect with many industry experts, as well as provide insights regarding Canada’s economic growth and innovation....
- ACG Mid-South ACG Capital Connection 2022
- May 11, 2022
- May 11, 2022
Event Description Join Sapling at the 2022 Mid-South ACG Capital Connection in Nashville kicking off on May 11. This two-day conference brings together middle-market private equity investors and M&A professionals in one dynamic event. Sapling looks forward to sponsoring the conference and reconnecting with past...